Jon Bandi

Contrarian, Slytherin, Anti-reductionist.

[Michael | Hypermarkets @itsmichaelluu]

$NOW can easily triple from $125 by Jan 2027.

Remember, token use is expected to 2800% in 5 years says $GS.

So these 24 stocks can still 10x-20x:

(COMPUTE / GPU)

1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.

2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.

3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.

(NETWORKING)

4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.

5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.

6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.

7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.

(MEMORY / STORAGE)

8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.

9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.

10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.

(POWER / COOLING)

11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.

12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.

13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.

14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.

(CLOUD PLATFORM)

15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.

16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.

17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.

(ENTERPRISE AGENT LAYER)

18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.

19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.

20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.

(AI INFRASTRUCTURE)

21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.

22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.

23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.

24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.

$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.

♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

[Thomas James Investing @Thomas_james_1]

Nvidia CEO Jensen Huang just revealed the ‘Five Layer’ AI Model.

These 5 layers include;

1. Energy - $BE $OKLO $VRT
2. Compute - $NBIS $IREN $CIFR
3. Photonics - $AAOI $LITE $SIVE
4. Memory - $MU $SNDK $STX
5. Chips - $NVDA $AMD $AVGO

All of these stocks will explode in 2026 & 2027 as AI continued to expand.

(This list isn’t exhaustive, just some of my favourites).

[Lily @lily_choudhury_]

🚨 BREAKING: Claude can now perform stock market research like a top-tier consulting firm — for free.

Here are 10 Claude prompts that replace $100K/year stock analysts.

(Save this for later) 📌

[Jon Bandi @johnsonbandi]

@AmericaPapaBear @SaraGonzalesTX If it's illegal why did they give him a permit?

[Jon Bandi @johnsonbandi]

@MarioNawfal It's because the medicines are by default available in higher dosages to begin with.

For example Tylenol is mostly available as 650mg in India whereas in the US the standard is 200 or 250 mg where the patient is advised to take multiples of the medication acc to weight, age etc

[Peter Schiff @PeterSchiff]

If Trump really wants to slash government spending and shutter entire agencies and departments, all he has to do is refuse to sign any increase in the debt ceiling. Then Congress has no choice. They must cut enough current spending to balance the budget. No court can stop this.

[Jon Bandi @johnsonbandi]

@ElonMuskAOC They know it's cheaper to kill babies than to fund them.

[The Culturist @the_culturist_]

1. Ugolino and His Sons - Jean-Baptiste Carpeaux (1867)

[Jon Bandi @johnsonbandi]

@girlsreallyrule It's hypocrisy to call for defunding Musk

[Anna @shrinkyannam]

"I need you because I love you."

not

"I love you because I need you."

See the difference?

[Robert F. Kennedy Jr @RobertKennedyJr]

The collapse of U.S. influence over Saudi Arabia and the Kingdom’s new alliances with China and Iran are painful emblems of the abject failure of the Neocon strategy of maintaining U.S. global hegemony with aggressive projections of military power. China has displaced the American Empire by deftly projecting, instead, economic power. Over the past decade, our country has spent trillions bombing roads, ports, bridges, and airports. China spent the equivalent building the same across the developing world. The Ukraine war is the final collapse of the Neocon's short-lived “American Century.” The Neocon projects in Iraq and Ukraine have cost $8.1 trillion, hollowed out our middle class, made a laughingstock of U.S. military power and moral authority, pushed China and Russia into an invincible alliance, destroyed the dollar as the global currency, cost millions of lives and done nothing to advance democracy or win friendships or influence.

https://t.co/zNC41BzLkv

[Lazarus Long @LibertyLudens]

An ad from 1996.

[Jon Bandi @johnsonbandi]

@BobbyGvegas @VivekGRamaswamy Knock it off @BobbyGvegas

[End Wokeness @EndWokeness]

Last week, Tucker warned us about exactly what happened today:

[Benny Johnson @bennyjohnson]

How To Create A Mass Murderer:

1. Absent parents
2. Child raised by State
3. Develop mental illness in puberty
4. Mental illness “affirmed”
5. Pump female full of “testosterone”
6. She becomes unable to manage rage
7. Pump brain full of violent victimization
8. Dehumanize target

[Jon Bandi @johnsonbandi]

@VivekGRamaswamy The west has lost its understanding of 'honor', especially in the US because they thought anything that goes with the British system of honor should be done away with.

[Gabriel Peyré @gabrielpeyre]

The Courant-Friedrichs-Lewy (CFL) condition relates time/space step sizes for the stability of finite difference methods. https://t.co/evUwwYJZYf

[Weird and Terrifying @weirdterrifying]

Eagle-like reflexes

[Masculine Theory @MasculineTheory]

If you struggle with mindfulness...

Make everything you do a meditation

- Washing the dishes
- Getting dressed
- Driving to work
- Ironing your clothes
- Making dinner

Be completely and totally present with whatever you're doing at each moment in your day.

[Fermat's Library @fermatslibrary]

Freeman Dyson on Richard Feynman